Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q2 2026
Institutional positions in Morgan Stanley as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,746
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.7M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,107 more added
- Sold out
- 91
- 947 more reduced
34 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 200 | $42.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $41.8K | 0.01% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 200 | $41.8K | 0.02% | +200 | New |
| Turim 21 Investimentos Ltda. | 194 | $40.6K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 194 | $40.6K | 0.02% | +51+35.7% | Added |
| Wilkerson Advisory Group LLC | 193 | $40.3K | 0.01% | −17−8.1% | Reduced |
| IAG Wealth Partners, LLC | 190 | $39.7K | 0.00% | −140−42.4% | Reduced |
| Bayban | 188 | $39.3K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 185 | $38.8K | 0.02% | +2+1.1% | Added |
| S&T Bank | 185 | $38.7K | 0.01% | +52+39.1% | Added |
| Broadwater Capital Management LLC | 183 | $38.3K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 181 | $37.8K | 0.02% | +5+2.8% | Added |
| Bare Financial Services, Inc | 178 | $37.2K | 0.01% | +91+104.6% | Added |
| Archer Investment Corp | 176 | $36.7K | 0.01% | +1+0.6% | Added |
| Nvest Wealth Strategies, Inc. | 175 | $36.6K | 0.02% | −243−58.1% | Reduced |
| Rialto Wealth Management, LLC | 173 | $36.2K | 0.01% | +65+60.2% | Added |
| Essential Partners LLC | 172 | $36.0K | 0.02% | +29+20.3% | Added |
| Westside Investment Management, Inc. | 171 | $35.7K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 169 | $35.4K | 0.13% | +169 | New |
| Entrust Financial LLC | 167 | $34.9K | 0.02% | −16−8.7% | Reduced |
| Silicon Valley Capital Partners | 164 | $34.2K | 0.00% | +1+0.6% | Added |
| Bay Harbor Wealth Management, LLC | 163 | $34.1K | 0.01% | +54+49.5% | Added |
| Brooklyn FI, LLC | 155 | $33.9K | 0.01% | +155 | New |
| Financial Consulate, Inc | 162 | $33.9K | 0.00% | +85+110.4% | Added |
| Manning & Napier Advisors LLC | 158 | $33.5K | 0.00% | +4+2.6% | Added |
| Lodestone Wealth Management LLC | 159 | $33.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 159 | $33.2K | 0.01% | −117−42.4% | Reduced |
| Private Wealth Management Group, LLC | 158 | $33.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $33.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 156 | $32.6K | 0.02% | −342−68.7% | Reduced |
| Olistico Wealth, LLC | 154 | $32.2K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 153 | $32.0K | 0.00% | −22−12.6% | Reduced |
| Community Financial Services Group, LLC | 151 | $32.0K | 0.00% | +113+297.4% | Added |
| Security National Bank of So Dak | 150 | $31.4K | 0.01% | +150 | New |
| Hartford Financial Management Inc. | 146 | $30.5K | 0.01% | −97−39.9% | Reduced |
| Winch Advisory Services, LLC | 146 | $30.5K | 0.01% | +146 | New |
| Raffa Wealth Management, LLC | 143 | $29.9K | 0.00% | −3−2.1% | Reduced |
| Aspect Partners, LLC | 138 | $28.8K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 137 | $28.6K | 0.01% | +42+44.2% | Added |
| Hughes Financial Services, LLC | 137 | $28.6K | 0.00% | +49+55.7% | Added |
| Creative Capital Management Investments LLC | 136 | $28.4K | 0.01% | +64+88.9% | Added |
| Fedenia Advisers LLC | 136 | $28.4K | 0.01% | +136 | New |
| Valued Wealth Advisors LLC | 135 | $28.2K | 0.01% | +39+40.6% | Added |
| Fourth Dimension Wealth, LLC | 134 | $28.0K | 0.01% | +34+34.0% | Added |
| Security National Bank | 131 | $27.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 129 | $27.0K | 0.00% | +76+143.4% | Added |
| Cornerstone National Bank & Trust Co | 127 | $26.9K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 129 | $26.9K | 0.02% | +129 | New |
| Atwood & Palmer Inc | 127 | $26.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 127 | $26.5K | 0.00% | +5+4.1% | Added |
| Vision Financial Markets LLC | 124 | $25.9K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 123 | $25.7K | 0.01% | −282−69.6% | Reduced |
| Kimelman & Baird, LLC | 120 | $25.1K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 119 | $24.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 116 | $24.2K | 0.13% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 116 | $24.2K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 115 | $24.0K | 0.00% | +16+16.2% | Added |
| Chesapeake Asset Management LLC | 114 | $23.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 113 | $23.6K | 0.00% | +20+21.5% | Added |
| First Pacific Financial | 113 | $23.6K | 0.00% | −4−3.4% | Reduced |
| POM Investment Strategies, LLC | 112 | $23.4K | 0.03% | +99+761.5% | Added |
| Seneschal Advisors, LLC | 111 | $23.2K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 111 | $23.2K | 0.01% | +13+13.3% | Added |
| Nemes Rush Group LLC | 110 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 104 | $22.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $20.9K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 98 | $20.5K | 0.02% | +90+1,125.0% | Added |
| Birchbrook, Inc. | 96 | $20.1K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 96 | $20.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 95 | $19.9K | 0.01% | +64+206.5% | Added |
| Darwin Advisors, LLC | 92 | $19.4K | 0.01% | +1+1.1% | Added |
| Strive Financial Group ,LLC | 92 | $19.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 90 | $18.8K | 0.01% | +5+5.9% | Added |
| IMG Wealth Management, Inc. | 86 | $18.0K | 0.01% | +45+109.8% | Added |
| Pacifica Partners Inc. | 82 | $17.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 79 | $16.5K | 0.15% | −29−26.9% | Reduced |
| Burk Holdings LLC | 79 | $16.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $16.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 76 | $15.9K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 70 | $14.6K | 0.00% | +70 | New |
| Strategic Advocates LLC | 64 | $13.4K | 0.05% | +35+120.7% | Added |
| Basepoint Wealth LLC | 64 | $13.4K | 0.01% | +4+6.7% | Added |
| Front Row Advisors LLC | 60 | $12.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $12.8K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 61 | $12.8K | 0.01% | +17+38.6% | Added |
| Holos Integrated Wealth LLC | 56 | $12.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 58 | $12.1K | 0.00% | −4,450−98.7% | Reduced |
| Carolina Wealth Advisors, LLC | 58 | $12.1K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 57 | $11.9K | 0.01% | +57 | New |
| Your Advocates Ltd., LLP | 56 | $11.7K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 54 | $11.3K | 0.03% | −13,712−99.6% | Reduced |
| Marshall Investment Management, LLC | 54 | $11.3K | 0.00% | +54 | New |
| Rachor Investment Advisory Services, LLC | 51 | $10.7K | 0.01% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 51 | $10.7K | 0.01% | +51 | New |
| MPWM Advisory Solutions, LLC | 51 | $10.7K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 50 | $10.5K | 0.00% | −9−15.3% | Reduced |
| Sfam, LLC | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 48 | $10.0K | 0.00% | +2+4.3% | Added |
| Hilton Head Capital Partners, LLC | 47 | $9.82K | 0.00% | 00.0% | Unchanged |